Lucas Chan Chan

H.E.S.T. Australia

Silver
8 Yrs Experience
Melbourne, VIC 3000
Preferred Name - Lucas Chan Lucas is a Certified Financial Planner with over 10 years experience in financial planning and superannuation. He joined HESTA in 2019 and feels that being a financial planner is immensely rewarding as he can simply do one thing - help people. Lucas’ goal is to care for clients and to empower them to make the right financial choices at all stages of their lives. He believes that everyone is unique – through their culture, upbringing and personal experience; and through financial planning, each individual can identify, define and live their best life. In addition, Lucas is an advocate of keeping things simple, worry-free, living within our means and enjoying life every step of the way. He loves being around people and trying new things.  He can conduct appointments in Hesta offices in Melbourne and Tasmania (Hobart, Launceston and Devonport) or via video conference.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

H.E.S.T. Australia

Level 20, 2 Lonsdale Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Industry Fund Services Ltd

AFSL 232514

4.80
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Sze (Lucas) provided us with outstanding service and advice. He readily grasped and understood our needs and plans, and responded to the intricacies of these with informative clarity and guidance, and a statement of advice that reflected precisely what we wanted to achieve. He is engagingly warm and personable in his interactions, and highly attentive to the details of the tasks at hand. We highly recommend his services."

  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sze has assisted my husband and I with planning for early retirement. We've have found Sze very approachable, professional, knowledgeable, patient and respectful. Sze performed his work with diligence and commitment. Sze was always genuinly patient to answer any question and explain any complicated matter when clarification was sought by us. We’d like to thank Sze for his service and we are happy to recommend him. Zofia and Stefan"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I am very happy with Lucas ‘s service, his knowledge and skill. He has provided me advice on retirement income and investment. He was thorough in the planning and its implementation. He was a good communicator and responded promptly whenever I raised a query. I had a very happy experience with Lucas and would not hesitant to recommend him."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sze was able to advise me about relevant retirement strategies to manage my financial situation leading up to retirement and beyond. Thanks to him I am able to feel confident that I will have a secure and comfortable retirement."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lucas was the first person (ever) to discuss money, Super and retirement options to me and my husband in a manner that I understood which enabled me to maintain focus! I was dreading the experience and pleasantly surprised when it turned out to be relatively painless, transparent and comprehensible. It seemed clear that Lucas worked hard on our behalf to meet our requests and needs in the least complicated way. Follow up instructions were clear and easy to follow. I wouldn't (and haven't) hesitated to recommend Lucas to other people."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lucas has a very welcoming, friendly, professional and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. I was very happy with the advice I was provided and am glad that I have found someone I can trust and rely on whenever I'm in need with financial help. I have no hesitation in recommending Lucas to my friends and family. He is a real pleasure to deal with."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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